Circle and Cloze Integration

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Automatically update your Cloze CRM when new members join your Circle community. Latenode's visual editor lets you easily tailor the data flow and logic, while affordable execution-based pricing scales perfectly with your growth.

Swap Apps

Circle

Cloze

Step 1: Choose a Trigger

Step 2: Choose an Action

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How to connect Circle and Cloze

Create a New Scenario to Connect Circle and Cloze

In the workspace, click the “Create New Scenario” button.

Add the First Step

Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Circle, triggered by another scenario, or executed manually (for testing purposes). In most cases, Circle or Cloze will be your first step. To do this, click "Choose an app," find Circle or Cloze, and select the appropriate trigger to start the scenario.

Add the Circle Node

Select the Circle node from the app selection panel on the right.

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Circle

Configure the Circle

Click on the Circle node to configure it. You can modify the Circle URL and choose between DEV and PROD versions. You can also copy it for use in further automations.

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Circle

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Connect Circle

Sign In

Run node once

Add the Cloze Node

Next, click the plus (+) icon on the Circle node, select Cloze from the list of available apps, and choose the action you need from the list of nodes within Cloze.

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Circle

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Cloze

Authenticate Cloze

Now, click the Cloze node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cloze settings. Authentication allows you to use Cloze through Latenode.

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Circle

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Cloze

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Connect Cloze

Sign In

Run node once

Configure the Circle and Cloze Nodes

Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.

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Circle

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Cloze

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Cloze Oauth 2.0

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Select an action *

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The action ID

Run node once

Set Up the Circle and Cloze Integration

Use various Latenode nodes to transform data and enhance your integration:

  • Branching: Create multiple branches within the scenario to handle complex logic.
  • Merging: Combine different node branches into one, passing data through it.
  • Plug n Play Nodes: Use nodes that don’t require account credentials.
  • Ask AI: Use the GPT-powered option to add AI capabilities to any node.
  • Wait: Set waiting times, either for intervals or until specific dates.
  • Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
  • Iteration: Process arrays of data when needed.
  • Code: Write custom code or ask our AI assistant to do it for you.
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Trigger on Webhook

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Iterator

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Webhook response

Save and Activate the Scenario

After configuring Circle, Cloze, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.

Test the Scenario

Run the scenario by clicking “Run once” and triggering an event to check if the Circle and Cloze integration works as expected. Depending on your setup, data should flow between Circle and Cloze (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.

Most powerful ways to connect Circle and Cloze

Circle + Cloze + Slack: When a new member joins a Circle community, this automation creates or updates the person's contact information in Cloze and sends a welcome message to the new member via Slack.

Cloze + Circle + Gmail: When a new lead is added to Cloze, the automation automatically invites them to a relevant Circle community and sends a welcome email using Gmail.

Circle and Cloze integration alternatives

About Circle

Use Circle in Latenode to build thriving online communities. Automate member onboarding, content moderation, and engagement tracking. Trigger workflows based on Circle events, syncing data with CRMs or email tools. Scale community management without manual overhead, using Latenode’s no-code tools and custom logic.

About Cloze

Use Cloze in Latenode to automate your CRM and sales processes. Automatically update records, trigger follow-ups, and generate reports based on real-time data. Integrate Cloze with other apps like email, calendars, and databases using Latenode's visual editor. Customize flows with JavaScript or AI for advanced lead qualification and faster deal closing.

See how Latenode works

FAQ Circle and Cloze

How can I connect my Circle account to Cloze using Latenode?

To connect your Circle account to Cloze on Latenode, follow these steps:

  • Sign in to your Latenode account.
  • Navigate to the integrations section.
  • Select Circle and click on "Connect".
  • Authenticate your Circle and Cloze accounts by providing the necessary permissions.
  • Once connected, you can create workflows using both apps.

Can I create Cloze contacts from new Circle members?

Yes, you can! Latenode's visual editor makes it simple to automatically create new Cloze contacts whenever someone joins your Circle community, streamlining your outreach.

What types of tasks can I perform by integrating Circle with Cloze?

Integrating Circle with Cloze allows you to perform various tasks, including:

  • Add new Circle members as contacts in Cloze.
  • Update Cloze contacts when their Circle profiles change.
  • Send personalized Cloze emails to new Circle members.
  • Trigger Cloze workflows based on Circle community activity.
  • Create Cloze tasks based on Circle forum posts.

What Circle events trigger automated workflows in Latenode?

Latenode lets you trigger workflows when new members join, a post is created, or comments are added in your Circle community.

Are there any limitations to the Circle and Cloze integration on Latenode?

While the integration is powerful, there are certain limitations to be aware of:

  • Complex data transformations may require custom JavaScript code.
  • Rate limits on the Circle or Cloze APIs can affect workflow speed.
  • Historical data synchronization requires a manual backfill process.

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